Adviser and broker representative · Oak Tree Securities, Inc.
Lance D. Quesada
CRD 3035389 · Brentwood, CA
At a glance
Lance D. Quesada is an investment adviser representative with Oak Tree Securities, Inc. in Brentwood, CA, according to the SEC’s Investment Adviser Public Disclosure records. Lance is also registered as a broker representative.
Current advisory firm
- Oak Tree Securities, Inc.Since March 2026Brentwood, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Lance’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.